The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AEHR TEST SYSTEMS COM 00760J108 183 18,000 SH   SOLE   18,000 0 0
AES CORP COM 00130H105 669 26,000 SH   SOLE   26,000 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 825 3,300 SH   SOLE   3,300 0 0
ALBEMARLE CORP COM 012653101 420 1,900 SH   SOLE   1,900 0 0
ALCOA CORP COM 013872106 360 4,000 SH   SOLE   4,000 0 0
ALTUS POWER INC COM 02217A102 275 37,000 SH   SOLE   37,000 0 0
ANSYS INC COM 03662Q105 445 1,400 SH   SOLE   1,400 0 0
ASPEN AEROGELS INC COM 04523Y105 224 6,500 SH   SOLE   6,500 0 0
CALIX INC COM 13100M509 266 6,200 SH   SOLE   6,200 0 0
CAMECO CORP COM 13321L108 340 11,700 SH   SOLE   11,700 0 0
CANADIAN SOLAR INC COM 136635109 336 9,500 SH   SOLE   9,500 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 381 3,700 SH   SOLE   3,700 0 0
CHART INDUSTRIES INC COM 16115Q308 395 2,300 SH   SOLE   2,300 0 0
CONSTELLATION ENERGY COM 21037T109 731 13,000 SH   SOLE   13,000 0 0
DEERE & CO COM 244199105 748 1,800 SH   SOLE   1,800 0 0
DYCOM INDUSTRIES INC COM 267475101 438 4,600 SH   SOLE   4,600 0 0
ENOVIX CORP COM 293594107 214 15,000 SH   SOLE   15,000 0 0
ENPHASE ENERGY INC COM 29355A107 303 1,500 SH   SOLE   1,500 0 0
EVERGY INC COM 30034W106 1,230 18,000 SH   SOLE   18,000 0 0
FERROGLOBE PLC SHS G33856108 270 35,000 SH   SOLE   35,000 0 0
FISKER INC COM 33813J106 245 19,000 SH   SOLE   19,000 0 0
FLEX LNG LTD SHS G35947202 317 11,100 SH   SOLE   11,100 0 0
FORD MOTOR CO COM 345370860 423 25,000 SH   SOLE   25,000 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 531 19,200 SH   SOLE   19,200 0 0
GENERAC HOLDINGS INC COM 368736104 416 1,400 SH   SOLE   1,400 0 0
GENERAL MOTORS CO COM 37045V100 424 9,700 SH   SOLE   9,700 0 0
INFINERA CORP COM 45667G103 460 53,000 SH   SOLE   53,000 0 0
INFRASTRUCTURE AND ENERGY AL COM 45686J104 350 29,500 SH   SOLE   29,500 0 0
INTEL CORP COM 458140100 634 12,800 SH   SOLE   12,800 0 0
LITHIUM AMERICAS CORP COM 53680Q207 246 6,400 SH   SOLE   6,400 0 0
MATTERPORT INC COM 577096100 187 23,000 SH   SOLE   23,000 0 0
MAXEON SOLAR TECHNOLOGIE SHS Y58473102 200 13,800 SH   SOLE   13,800 0 0
NRG ENERGY INC COM 629377508 706 18,400 SH   SOLE   18,400 0 0
NVIDIA CORP COM 67066G104 300 1,100 SH   SOLE   1,100 0 0
NXP SEMICONDUCTORS NV SHS N6596X109 370 2,000 SH   SOLE   2,000 0 0
PROTERRA INC COM 74374T109 278 37,000 SH   SOLE   37,000 0 0
QUIMICA Y MINERA CHIL-SP ADR ADR 833635105 411 4,800 SH   SOLE   4,800 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 387 1,200 SH   SOLE   1,200 0 0
STEM INC COM 85859N102 215 19,500 SH   SOLE   19,500 0 0
SUNOPTA INC COM 8676EP108 311 62,000 SH   SOLE   62,000 0 0
SUNPOWER CORP COM 867652406 311 14,500 SH   SOLE   14,500 0 0
TPI COMPOSITES INC COM 87266J104 260 18,500 SH   SOLE   18,500 0 0
TRITIUM DCFC LTD SHS Q9225T108 211 21,000 SH   SOLE   21,000 0 0
VISTRA CORP COM 92840M102 860 37,000 SH   SOLE   37,000 0 0
WOLFSPEED INC COM 977852102 296 2,600 SH   SOLE   2,600 0 0